Creative Planning ZACKS TRUST Transaction History

Creative Planning

  • $129 Billion
  • Q3 2025
Number of Shares
12,735
Previous 20,130 36.74%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
SELL
N/A
-7,395 Reduced 36.74%
12,735 $0
Q2 2025

Aug 08, 2025
SELL
N/A
-61,445 Reduced 75.32%
20,130 $0
Q1 2025

May 15, 2025
BUY
N/A
81,575 New
81,575 $0
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